Dunning wizard question

Client is running SAP B1 2007 PL 41.
Step 3/6 in Dunning Wizard: Business Partners - Selection Criteria
Issue - no business partners are able to be added to table that displays BP Code and BP Name. Using the standard 30/60/90 dunning terms and customers should be showing up in this table judging by the customer receivables aging report where there are many customer entries in the 31-60; 61-90; 91-120 categories.
When trying to add customers to this table in the dunning wizard, I simply click the 'Add' button and then 'OK' in order to potentially select all the customers - but none show up.
Anyone have any ideas? Each customer does have a unique credit limit...
Thanks,
Paul

Hi Paul,
Is this client recently upgrade to PL41?
If it works before upgrade, you have to check all their setting to ensure if the dunning terms are still working.
Thanks,
Gordon

Similar Messages

Error in Interest Calculation of Dunning Wizard

In our company the Local currency is USD, the system currency is CAD. I am running Dunning Wizard for a BP with two invoices past due. Both invoices are in CAD, however in the interest calculation, the interest amount is shown in USD only which does not make sense, and even when I try to change it to CAD values, it won't let me and give error msg "wrong currency".
Question:
1. What is the fix for this problem ?
2. We are in SAP B1 version 2005, SP1 patch 45. Will this problem be fixed in version 2005 latest patch (56) ? If not, will it be fixed in version 2007?
I do have a printscreen but don't know how I can upload to the thread.

Below is the answer I got from SAP support and I tested it's working. Put it here for the benefit of others who may have the same problem.
Reference: SAP Note 0000950583
Dunning Wizard displays Local Currency instead BP Currency
Symptom
When running the 'Dunning Wizard' the interest currency is always set as local currency instead of the business partners currency.
Other terms
Dunning, wizard, interest, amount, foreign, currency, local, system, LC, SC, FC, MC, display, show, present, SAP Business One
Reason and Prerequisites
Solution
Example:
Local currency: Currency A
System Currency: Currency B
BP Currency: Currency C
The currencies displayed in the Dunning Wizard Recommendation Report are defined under Administration - Definitions - Business partners - Define Dunning Terms.
Interest amount - The interest amount calculated for the invoice. The calculation is done in accordance with the defined dunning term assigned to the customer (by the remaining amount or the amount in the original document).
Use Original Exchange Rate from Invoice: The basis for interest calculation is the local currency this will display the local currency name on the Recommendation Report Dunning Wizard.
Use Current Exchange Rate: The basis for interest calculation will be in foreign currency this will display the foreign currency name on the Recommendation Report Dunning Wizard.
In addition, the interest and total sum displayed in the Dunning Wizard report will be in local currency, and all other values in foreign currency.
To display the interest amount in foreign currency on Dunning Wizard select "Use Current Exchange Rate" on "Define Dunning Terms" this will display the foreign currency name on the Recommendation Report Dunning Wizard.

Interest calculation in Dunning Wizard

Hi All,
I have a question with regard to the calculation of Interest amount via Dunning wizard.
Let us say I have a dunning term that issues Dunning Letter 1, 30 days past the due date. Dunning Letter 2 is issued 30 days past the dunning letter 1. The interest to be charged is 10% per anum.
Let us say I have an invoice of $1000. 30 days past the due date when I run the dunning wizard, it would show an interest of 8.33. As SAP does not post the interest amount automatically in the form of a journal entry, we manually pass this journal entry for receivables of $8.33.
Next time, when I run the dunning wizard after 30 days of running the first dunning wizard, I will see that the date of last dunning run is updated. When I check the Interest amount, it will show me 16.67. This interest amount is a cumulative i.e 8.33 (last dunning run) and 8.33 of this run.
Now, if we pass a journal entry for 16.67, it will be wrong as I have already passed a previous journal entry for 8.33. Is there a way we can make the system count the interest days from the last dunning run to give me the incremental interest amount of $8.33. Currently the interest days are calculated from the due date of the invoice.
Is there a UDF that can be created in the dunning wizard and can have a formatted search assigned to it?
Thank you very much for your input.
Regards,
Payal

Hi Payal,
Please check the following information from the Dunning documentation and see if it is of any help regarding your issue :
The interest will be calculated as follows:
Open Sum * Annual Interest Rate * Number of Days Overdue / (Number of days in Year * 100)
o Open Sum u2013 This value will be calculated according to the calculation method defined in the previous window (Calculate Interest Value on Remaining Sum or Calculate Interest Value on Original Sum).
o Annual Interest Rate u2013 This value is taken from the Annual Interest Rate field in the Define Dunning Terms window.
o Days Overdue u2013 The number of days that passed from date of payment as defined in the Invoice to the day of running the Dunning Wizard (see explanation on the Dunning Wizard below).
If a month passed since the defined day of payment, and a value was entered into the field Number of Days in Month (for example 30 days), this value will be taken into account as follows:
1. If the number of days in the past month was more or
less than the number of days defined in Number of
Days in Month field (for example if 31 or 29 days have
passed and 30 days were defined for a month), then the
value defined for calculation of interest will be used (in
the example above, the value will be calculated
according to 30 days and not 29 days).
2. If the number of days in the past month is less than the
number of days defined in the Number of Days in Month
field (for example if 29 days passed and 30 days were
defined for a month), the value defined for calculation of
interest will be used (in the example above, the value
will be calculated according to 30 days and not
according to 29 days).
3. If a month has not yet passed from the day of payment
and the number of days overdue is less than the
SAP Business One Dunning System in Release 2004 A
January 2005 Page 11 of 29
number of days defined for that month (for example 14
days), the calculation will be done according to the
number of days overdue (14 days), and not number of
days in a month.
Check if this helps.
Regards,
Jitin
SAP Business One Forum Team

Dunning wizard

Hi all,
I'm starting to use Dunning Wizard and I'm having a problem in step 5 (Recomendation Report).
In Dunning Term and in Dunning Letter Method i want "One letter per BP". Also I have selected "Apply Letter Template by Highest Level ". In Dunning Levels, I have 3 Letter templates.
I'm testing only with two costumers.
When I reach step 5 I have costumer1 with 3 Invoices and Costumer2 with 1 invoice.
I want to use Letter number 2 in both costumers. In Costumer1 I enter 2 Print Preview and no problem. Letter number 2 is printed.
In costumer2 i also enter 2 but in Print Preview letter number 1 is printed. I want letter number 2.
If the costumer has more than 1 document what I enter in the Level field is what I get in Print Preview. If the costumer has only 1 document what I enter in Level field is ignored and always letter number 1 is printed.
I think that it's not correct.
Does anybody now some workaround?
Best Regards,
Augusto Sila

Hi Gordon,
Thank you for your answer.
I don't understand this logic.
In costumer1 I have 3 Invoices and the highest level is 1. If I change to 2, this indicates that I want to print the Letter number 2, SAP B1 changes this to the Highest Level and prints letter number 2.
In costumer2 I also want to print letter number 2 but SAP B1 doesn't let me because I only have 1 document. I think this isn't correct.
I want to print letter number 2 for costumer2.
Regards,
Augusto Silva

Dunning wizard print layout issue.

Hi every one
I need some help regarding the dunning wizard layout. Iu2019m having an issue where the last line in layout duplicates itself 4-6 times. The weird thing is that first lines are fine but only the last one that does it.
Kind regards
Søren

Hi
I solved the problem. But the issue was when i ran the dunning wizard the layouts messed up. For example if I had a dunning letter with 3 lines (overdue documents). The last line would copy itself 4-6 times (it would show the last document 4-6times so the total lines in the dunning letter would be 7-9 lines). But I solve the issue. Somehow the attention person (which I got from the contact persons (ocrp) and not from the document contact person (oinv) ) did the issue. When i switch it to the oinv the issue was gone.
kind regards
Søren
Edited by: Bundgaard Søren Hollænder on Jan 26, 2009 9:56 AM

Dunning wizard print layout

hi there
i am interested in the dunning wizard to modify it in order to bring me the results from the OCQG table
to be more specific, i have modified the Dunning All printout but i cannot bring the property name of the customer that exists in the Properties tab(it is checked)
do you have any idea how can i bring this data to the prinout?
thanks in advance
Vasilis

Hi Vasilis,
Property tab info is too hard to be available to PLD. The link is too weak because there are 64 individual fields to represent each property.
Thanks,
Gordon

Dunning wizard - Finance charge

Hello,
I ran the dunning wizard and printed out the dunning letter. Even though the interest is being calculated correctly [TtlopnIntr column in DWZ2 table], it does not update the BP Account Balance. Also when printing out the report, the Amount Due column in the report shows the open sum and not open sum + interest. At the BP level, I have activated the Include Interest checkbox and put in the bank interest percentages.
Could you please advise ASAP.
OR
If there is any other way to handle finance charges, please advise.
Thanks & Regards,
Bhavita
Edited by: Darius Heydarian on Mar 26, 2008 5:22 PM

Bhavita,
I'm running into the same problem also. Check out SAP note 1059948.
Symptom
When using the Dunning Wizard there has been an interest and a fee per letter defined. However, after running the wizard and printing the dunning letter with interest and a fee added to the total, it is not possible to find this balance in the business partner balance.
Other terms
business partner balance, journal entry, credit, debit, missing information, dunning level
Reason and Prerequisites
SAP Business One Functionality
A Dunning Letter has successfully been created and printed with an interest, a fee or both.
Solution
The interest/fee that is printed on the Dunning Letter will not make an entry on any account. It is only printed. If the interest/fee is paid, it should be recorded manually in the system. This is a system definition.
I have 30K plus customers - 500 of which have overdue amounts... am I supposed to manually create journal entries for all customers now? This is the dumbest thing I have ever seen in any software program ever! Don't make it look like you support a business process in a software solution when you don't. I have no idea how I'm going to try and explain this one to my customer...

Reset an Dunning Wizard / Rework

Hi all,
is it possible to reset an Dunning Wizard run ?
If an customer do an dunning wizard run and after the execution
he see that something is wrong is there a chance to reset /rework the dunning run ?
Kind regards
Gerhard Bienen

Hi Gerhard Bienen,
I am afraid only if you can restore the db to the status before Dunning Wizard run.
Thanks,
Gordon

Missing Functionality: Dunning Wizard - We need table CRD1

Hello,
Missing Functionality: Dunning Wizard - We need table CRD1 in the dunning PLD templates!!!
This Workaround is impossible.
As a workaround I suggest to store this information in the UDFs that you would create on the OCRD table that is exposed in the dunning PLD templates.

keine Antwort ist auch eine Antwort

Sorting of Dunning Wizard and Payment Wizard

Dear Development,
we have the following business situation.
1) We create a Dunning Wizard or Payment Wizard.
2) We make a printout of all selected business partner and documents in Step 5 of the DW or PW.
3) The chief decides which payments should be done.
4) We have to unslect or select the checkboxes again.
5) The problem is now, it is quite difficult to find out the correct business partner related to the printout.
We need a filter functionality or a sorting algorithm for all columns. Thanks a lot for your help.
Regards Chris

Hello Chris,
Thank you for your input. It's quite clear and reasonable. Unfortunately, sorting and filtering feature is quite difficult to implement on multi-level/hierachical grids in SAP Business One; for the time being, this logic is not supported but we will consider it for one of the next major releases.
I guess ideally the 'Find' control could help better. That we can consider as well. What do you think?
Peter Dominik
B1 Solution Management

Problem with Dunning wizard

After the excution of Dunning wizard, I get the following error :
18/03/2009 19:06:51: Could not commit transaction '' (DWZ2)
Now,
I don't see the register dunning transaction, but all the business partner has been signed has dunned.
I need know to understand what is my problem and this error, and to restore back the situation to the time before the error.
Giuseppe

HI,
The error message is typically caused by approval procedures. Could you
please ask the customer to try the following:
1. Check the approval templates.
2. Log on with the approver user (designed approver in the template).
3. Go to the Approval Templates Setup window, Terms tab.
4. If the radio button 'when the following applies' is checked, please
check if any box was checked on the 'Choose' column and if the Ratio
'Undefined type' is selected. If so, either select a ratio and define
a value, or uncheck the box.
5. Check the last line in the Terms tab ('Undefined type') and make sure
it is not checked.
6. Click on Update.
If the above does not solve the issue, then this may be related to Note
1258519 which is an application error fixed in 2007A, P44.
Also there is a workaround on the Note 1258519.
Regards
Vikas
SAP Business One Forums Team

Dunning Wizard - Adding customers not working

Hi all,
We're trying to run the dunning wizard, but are unable to add customers in step three. There are no error messages. The BP Properties dialogue box appears when the 'Add' button is clicked, we can select customers , but when 'OK' is clicked, no customers appear in the list. If we click 'Next', it says 'no customers were selected' in the system messages. I have attempted this user the manager account, and another colleague has tried it with the same results and he has superuser.
Cheers,
Nick
B1 8.08

Hi,
You need to check every customer profile to see whether Dunning Term field in Business Partner Master Data >> Payment Term Tab is defined or not. Make sure assign with dunning term.
Your problem will be solved.
Hope this helps,
TVSon

Dunning Wizard and Interest

Hi everyone,
I have the automated dunning wizard how to guide and things seem to work fine and I get the process.
Problem is... I don't see anything after I run the wizard. No accounts receivable entry, nothing in incoming payments, nothing. It shows in history but that's pretty useless if you want to receive the interest.
Is this dunning wizard system just an escalating scare tactic? Not sure why it isn't actually adding any interest.
Also to note, does this have anything to do with the payment terms Interest % on Receivables? This field seems to do nothing.
Any help would be appreciated, no theoretical answers, hopefully someone has actually been using this process.
Thank you!
Mike

Hi Mike,
You may check SAP Note Number: 1059948 and 950583 for explanation.
Thanks,
Gordon

Dunning wizard and due date

Hello
We experience something wrong after running the dunning wizard : all invoices with a due date before 31st of October are not shown...
Does anyone know how this can be corrected ? Is it due to the new year and different account period ?
Thank you

Hi,
What is your financial year setting?
Thanks,
Gordon

Dunning Wizard - Withholding Tax

Hi All,
SBO 2007 SP1 PL 07 or SBO 8.8 SP0 PL 11
The Dunning Wizard doesn't work for the A/R Invoice having the withholdin tax.
It includes the withholding tax in the amount to have. This is wrong!
Have you any idea how to fix this?
Simona
Edited by: Simona Bossi on May 26, 2010 11:19 AM

Hi Sekar,
I Reproduced the same scenario till delivery and used Doc. Gen wiz as target document as A/R Invoice it worked fine.
Settings BP and Item both we set to Witholiding tax Liable. The Invoice had withholdig tax amout added generated by the DGW.
Could you check in for the list of BP in DGW (Document generation wizard)
Business Partner --> Accounting tab --> Tax sub-tab --> WT taxes allowed and check if you have one WT checked.
Let meknow if this works.
Regards,
Rakesh

Dunning wizard question

Similar Messages

Maybe you are looking for